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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,800 | $160,070-87.0% | $147,117-85.9% | $145,897-85.7% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.24% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,105 | $5,285-60.2% | $4,932-57.3% | $4,663-54.9% |
| Participant deferral / active EE | $5,925 | $8,419-29.6% | $8,065-26.5% | $6,689-11.4% |
| Admin fee / account holder | $2,442 | $15,035-83.8% | $12,993-81.2% | $13,390-81.8% |